Glossary

Blair · Key Terms

BlueForest Intelligence · plain-language definitions, illustrated

Back to the System Map

Blair is a single brain for BlueForest. Today the data is scattered across a dozen tools that can't see each other. Blair copies it all into one database, stamps everything with a standard Project ID so records about the same project, client or person can be matched up, and lets you ask questions in plain English across the whole picture. Everything hinges on one idea: a typed Project ID on everything.

Start Here

The concepts everything else hangs on.

Blair

The whole system, and the future agent that will run it. Phase one is the deterministic system being built now: the Librarian, the store, a basic Analyst. Later comes Agentic Blair, an autonomous agent that maintains, reports and suggests upgrades.

The Librarian

Blair's collector and the deterministic heart of the system: automated, rules-based plumbing that gathers data from every source and keeps it organized and fresh. No autonomy; it does exactly what it's told.

The Analyst

Blair's question-answerer. Ask "what's the margin on the Carolina job?" and it answers from the unified data. Part deterministic (it writes the SQL for you), and the bridge to Agentic Blair's reasoning.

SOUL.md

The counterpart to CLAUDE.md, but for Agentic Blair itself: a file defining Blair's motivations and priorities as an agent. What it should care about, watch for, and proactively propose.

Project IDXXX-YYYY-NNN

The single most important idea: a standard identifier stamped on every entity, like VID-2026-030. The 3 letters are the Division; the year and number make it unique. Letters first on purpose: sorts cleanly, survives spreadsheets. In the database this is the project_code field.

Registry

The master list at the heart of Blair: one row for every "thing" the business tracks. A video project, an internal system, a campaign, an employee. If it has a Project ID, it's in the registry, and everything else attaches to it. On the map, it's the interchange.

Entity

Any single item in the registry. Each has a Project ID, a name, a GitHub repo, a status, and a CLAUDE.md. A video project and an employee are both entities, just on different Division lines.

Division

The category of an entity, shown by the 3-letter prefix of its Project ID. Four to start: VID video production, SYS internal systems & finance, MKT sales & marketing, EMP people.

Join key

The shared value that lets records from different systems be recognized as the same thing. Here the Project ID is the join key: a HubSpot deal, a Xero invoice and a NAS folder all carrying VID-2026-030 are understood to be one project.

Entity resolution

The act of stitching those scattered records into one complete picture. The whole point of Blair: turning six half-views into one true view.

The Payoffs

Why we're doing this.

Client 360

One complete view of a client pulled from every system at once: deals, invoices, projects, emails, reviews. No more hunting through five tools.

Project P&L

The true profit and loss of a project: quoted (HubSpot) vs invoiced (Xero) vs labor cost (Streamtime time × rate). Blair can finally compute this because the code ties them together.

How Data Gets In

The top of the network: feeders, the express, and the moments data moves.

Source

Any system where data is born (HubSpot, Xero, GitHub, BlueView…). The outer stations of the map.

Connector

A small automated program that logs into an external system and copies its data into Blair on a schedule. One per external source; together they're the Librarian's routes.

Native tool

A BlueForest-built app that writes its data straight into Blair's database, so it needs no connector. These ride the tools express. They're the "Blue*" family below.

BlueView

Self-hosted video review and hosting; replaces Vimeo. In build.

BlueCue

Video editing plus Remotion motion-graphics planning and execution. Planned.

BlueLaunch

Starts a new project: mints its Project ID, creates the repo and standard files, registers it. The on-ramp to the registry. Planned.

BlueStream

Marketing-content engine: video-first, spun into articles and podcast episodes. Planned.

CLAUDE.md

A plain-text file in each project's repo describing that project: purpose, decisions, status. Blair ingests these so the Analyst knows the story of every project; a short version is auto-summarized for quick reference.

Webhook

"Tell Blair the instant something changes." Used so CLAUDE.md updates land in real time.

Cron

"Check on a timer" (hourly, say). Used for routine API pulls.

M4 agent

A small program on the Mac Studio that catalogs the NAS and archive drives (which the cloud can't reach) and reports what's where. Shared by Blair and BlueView.

Inside the Store

The data plumbing under the interchange.

Central store

The one database (Supabase / Postgres) where everything lands. One place, not twelve.

raw_ingest

The "inbox": every piece of pulled data stored exactly as it arrived, never edited. A safety net; you can always rebuild from it.

Normalized tables

The cleaned-up, organized versions (companies, projects, invoices…) derived from the raw data. What you actually query.

Schema

The blueprint of the database: what tables exist and how they connect.

View

A saved, ready-made query (like v_project_pnl) that shapes data usefully without storing a second copy.

Semantic layer

Plain-language descriptions attached to every table and column, so an AI (or a new hire) knows what each field means. What makes the data "AI-readable."

RLSrow-level security

A database rule for who can see which rows. Used to keep EMP (employee) profiles owner-only.

Health & Upkeep

Data hygiene

How clean and trustworthy the data is. Example: HubSpot has ~22k contacts, many junk. Cleaning that is an early win.

Freshness

How up-to-date the data is. Blair tracks when each source last synced and nudges you if something goes stale ("Streamtime budgets not updated in 3 weeks").

Supporting Cast

One line each. The stations you'll hear named.

Supabase / Postgresthe database that is the central store.
Cloudflare Workerswhere the connectors run: small cloud programs on a timer.
GitHub repoan online, version-controlled folder for a project's files + CLAUDE.md.
HubSpotCRM: leads, contacts, deals (the sales pipeline).
Xerobookkeeping: invoices and payments, the financial source of truth.
Streamtimeproject budgets and time tracking.
Gustopayroll / HR (labor cost). Later phase.
GA4 / Squarespacewebsite traffic and the lead funnel. Later phase.
Momentumthe daily-task app (MySQL on Cloudflare). Later phase.
Frame.iotemporary review bridge while migrating off Vimeo; not a Blair source.
Vimeoold video host being retired; replaced by BlueView.
DaVinci Resolvethe edit suite; its project metadata is a later media source.
NAS / archive driveswhere finished media physically lives; cataloged by pointers, never copied in.
Remotioncode-based motion-graphics framework (used by BlueCue).